Blog

Sharesight release notes - February 2021

by David Olsen, Senior Marketing Manager — Content/SEO, Sharesight | Mar 23rd 2021

This month we released our new two factor authentication (2FA) solution. We plan to add an option to trust your device for 30 days in a future release.

Sharesight Release Notes February 2021

New Functionality / Enhancements

  • Added a “Group by Currency” option to all reports. This is particularly useful in the new Foreign Currency Valuation Report.
  • Redesigned Reports Tab.
  • New two factor authentication solution.

Broker Import Functionality

  • Added support for Selfwealth contract notes with US trades (Australia).

FURTHER READING

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An unexpected cost of running an SMSF

by Patrick Poke, Founder of PLP Finance Media | Nov 14th 2024

This article covers the journey of new SMSF owners — the unexpected costs, surprises, and the tools they rely on to streamline their SMSF management.

Multi-generational wealth planning

How to create a multi-generational wealth plan

by Stephanie Stefanovic | Nov 12th 2024

We explore key approaches to developing a strong multi-generational wealth plan, including education, legacy planning and family governance structures.

November product updates

Sharesight product updates – November 2024

by Ben Clendon | Nov 10th 2024

This month's focus has primarily been on our new drawdown risk report (currently in beta), along with UI/UX enhancements and expanded broker support.